Commit Graph
7 Commits
Author SHA1 Message Date
zhanghongyu_0626 7d854e03ff Add project management documentation for JinRong financial project
- Introduced three key documents:
  - **01-每日会议纪要模板与流程.md**: A template for daily meeting minutes and processes.
  - **02-项目开发计划.md**: A project-level development plan outlining the project timeline, team roles, and dependencies.
  - **03-表设计文档.md**: A readable table design document serving as a dictionary for understanding database structures and relationships.
- Created a README.md to index project management documents and their purposes.
- Enhanced documentation to support a 5-person full-stack novice team in project execution and collaboration.
2026-09-07 20:04:53 +08:00
zhangyong 5f0f86a007 Merge branch 'main' of http://47.106.207.27:3000/hongzhangyu/XingHuo 2026-09-07 12:15:59 +08:00
zhangyong a9521bcc62 docs(用户手册): 补充11到16条用户咨询需求
新增了包括风险对冲咨询、账户定期体检、税务筹划、财产隔离、定制生活服务以及反共识独立判断在内的6项用户需求条目
2026-09-07 12:15:20 +08:00
zhanghongyu_0626 2c5440b8b0 Update ENVIRONMENT and ITERATION documentation; add industry background and role research
- Enhanced `ENVIRONMENT.md` with a new section on platform positioning and industry context, detailing the project's role as a comprehensive wealth management institution.
- Updated the service roles table to include insights from the four-role industry research.
- Added new files for "平台与行业背景" and "四角色行业调研" to provide detailed context and operational insights for the project's agents.
- Revised `ITERATION.md` to reflect the addition of these new documents and their relevance to user requirements.
2026-09-07 11:53:38 +08:00
zhanghongyu_0626 3fb0ceb334 Enhance suitability assessment and documentation
- Implemented `check_suitability` method in `CoreReadOnlyRepository` for suitability determination based on customer and product risk levels.
- Added `build_suitability_log_row` function in `suitability.py` for mapping suitability check results to `risk_suitability_log`.
- Updated `AGENTS.md`, `ENVIRONMENT.md`, and `FLOW.md` to reflect changes in suitability assessment processes and documentation.
- Revised `FRAMEWORK.md` and `MEMORY.md` to clarify project structure and data flow related to suitability checks.
- Expanded `TODO.md` with tasks related to logging and auditing suitability assessments.
2026-09-07 11:15:30 +08:00
zhanghongyu_0626 1ddd44a6cb Add core database support and enhance documentation
- Introduced `MYSQL_CORE_DATABASE` in `.env.example` and `settings.py` for core database configuration.
- Added `CoreReadOnlyRepository` for read-only access to the `jinrong_core` database.
- Updated `AGENTS.md`, `README.md`, and various documentation files to reflect new agent onboarding processes and project structure.
- Revised requirements in `requirements.txt` to include `langgraph` and `langchain-core`.
- Enhanced `FLOW.md` with local bootstrap instructions for setting up the core simulation environment.
- Added new scripts for database creation and seeding for the core simulation library.
- Improved overall documentation for clarity on project architecture and memory management.
- Updated `TODO.md` to reflect current development priorities and tasks.
2026-09-05 17:39:16 +08:00
zhanghongyu_0626 0374010b37 Implement initial project structure and setup 2026-09-05 17:09:21 +08:00